If an expense report was saved, but not submitted, the saved expense report displays.Each week that a consultant incurs an expense for work purposes, he or she must access the Enter Expenses page to enter his or her expenses incurred. A consultant must enter his or her expenses in the correct week. If a consultant submits the incorrect expense information, expense information under the wrong job requisition number or week-ending date, the manger must reject the expense information that the consultant submitted. The consultant must re-submit his or her expense with the correct information to receive reimbursement.
Consultants must enter billable, non-billable, and prepaid expenses on their expense reports.
1. Do one of the following:
|
If |
Then |
|---|---|
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You are a consultant |
From the left menu, click the Enter Expenses link to display the expenses page. |
|
You are a field support representative (for example, a CSA) |
1 . From the left menu, click the Represent User link. You must first represent the consultant before you can enter his or her expenses. Refer to Represent a Consultant for detailed instructions. 2 . Once you successfully represent the consultant, in the Consultant Pages section of the left menu, click the Enter Expenses link to display the consultant’s expenses page. |
If an expense report was saved, but not submitted, the saved expense report displays.
2. Do one of the following:
|
If |
Then |
|---|---|
|
You need to un-submit a submitted expense report |
1 . Click the UnSubmit button. You can only un-submit expense reports that have not been approved or rejected. 2 . Continue with steps 3-8. |
|
You need to enter an expense and submit an expense report |
Continue with step 3. |
3. In the Date Incurred field, click 
to select the date when you incurred the expense. This is a required field.
You must select a date that falls between the start date and the end date of the requisition.
4. If User-Defined Fields (UDFs) are tied to the customer order, the UDFs display. If editable UDFs display, you must update each UDF field to display the appropriate information. Editable User-Defined Fields display as follows: 
. Repeat this step for each editable UDF that displays. You can have a maximum of 9 User-Define Fields (UDFs).
Some User-Define Fields (UDFs) may display as read-only. These UDFs display as follows: 
. You cannot update these fields.
For example:
|
Option |
Description |
|---|---|
|
|
Verify the correct UDF that displays. This type of UDF is read-only. You cannot update this type of UDF. |
|
|
Click If you are a CSA, you can type the appropriate value in the field if necessary. |
5. In the Requisition field, select the requisition for which you incurred the expense. If you are only on one requisition then the requisition number displays. Verify the correct requisition number displays. Once you select the appropriate job requisition number, the customer name, and hiring manager names for the job requisition number displays. This is a required field.
If you do not know your job requisition number, contact your field support representative (for example, your CSA).
6. In the Expense Code field, select the expense code for the expense incurred. The expense code and the description for the expense code displays. This is a required field.
If the appropriate expense code does not display in the drop-down list contact your field support representative (for example, your CSA).
7. In the Amount field, type the amount of the expense. The amount displays in currency or units depending on the expense code selected previously. This is a required field.
8. In the Description field, type a description for the expense. This is not a required field.
9. Click the Save Expense button to save the expense information. You can save the expenses incurred without submitting the information. When you re-access the Enter Expenses page the saved information displays.
10. Repeat steps 3-9 for each expense that you need to submit for reimbursement.
11. Verify your expense information that displays at the bottom of the page. The correct job requisition number must display for the expenses you incurred. If you submit your expenses for the wrong requisition or week-ending date, the manager will reject the expense report.
If your expense report contains multiple expenses, it is possible for you to gain partial reimbursement. You must submit a new expense report to receive reimbursement for rejected expenses. Your new expense report displays a new tracking number.
12. If necessary, do one of the following:
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Option |
Description |
|---|---|
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Change the expense information that displays |
Click the Change button for the expense that you need to update. The expense displays in the input fields. Repeat steps 3-8 for each expense that you need to update. |
|
Remove the expense information that displays |
Click the Remove button for the expense information that you need to remove from your expense report. A warning message displays. Click Yes to remove the expense entry from your expense report. |
13. Once you save the expense information, you can do any of the following:
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Option |
Description |
|---|---|
|
Add A Comment |
To add a comment to the expense report or view comments attached to the expense report previously. Refer to Add and View Comments for complete instructions. |
|
Transaction History |
To view the history of an expense report. Refer to View Transaction History for further details. |
|
Printable Version |
To view and print a print friendly version of the expense report. Refer to Print Your Expense Report for complete instructions. |
|
Print Expenses Receipt Page |
To display the Print Expenses Receipt Page. Tape your receipts to the Print Expenses Receipt Page and send them to the field support representative (for example, the CSA) for verification. |
|
Submit For Approval |
To submit the expense report for approval. When you submit the expense report you also save the information. Time & ExpenseSM displays the expenses you are submitting for approval. Refer to Submit Expense Reports for further details. The manager, field support representative (for example, the CSA), and expense auditor must approve the expenses incurred for reimbursement purposes. If your expense report contains multiple expenses, it is possible for you to gain partial reimbursement.
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14. If you submit an expense report and realize that the information is not correct, you can click the UnSubmit button to un-submit the expense report and correct the information. You cannot unsumbit an expense report that a manager approved or rejected.
15. If you need to update the expense report, repeat steps 2-12 to re-submit the expense report.
to select the appropriate UDF value that should display.